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Chapman Financial Group’s Mastercard MA Stock Holding History

Chapman Financial Group’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$140K Hold
253
– – 0.09% 142
2026
Q2 		$130K Hold
253
– – 0.09% 145
2026
Q1 		$126K Buy
253
+45
+22% +$23.7K 0.09% 149
2025
Q4 		$119K Hold
208
– – 0.08% 149
2025
Q3 		$118K Hold
208
– – 0.08% 152
2025
Q2 		$117K Buy
+208
New +$115K 0.1% 120
2024
Q4 		$92.2K Buy
+175
New +$90.6K 0.07% 132

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Chapman Financial Group's MA Position: Q3 2026 in Review

Chapman Financial Group held its Mastercard (MA) position steady in Q3 2026 at 253 shares worth $140K. The position accounts for 0.09% of the portfolio, ranked #142.

Chapman Financial Group first reported a position in MA in Q4 2024 and has held it in 7 quarters since. 2,497 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Chapman Financial Group held 253 shares of Mastercard worth $140K as of Q3 2026.
  • Chapman Financial Group left its Mastercard share count unchanged in Q3 2026.
  • Mastercard made up 0.09% of Chapman Financial Group's portfolio in Q3 2026, its #142 holding.
  • Chapman Financial Group first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • 2,497 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.